Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 08-08-2024 | 06-30-2024 | 1040 | 518,030,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONAGRA BRANDS INC | COM | 1551 | $512 | 18 | 0.00 | 0.00 | -7,186 | -99.75 | 06-30-2024 |
| ARCH CAP GROUP LTD | ORD | 1552 | $505 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| ARCTURUS THERAPEUTICS HLDGS | COM | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 06-30-2024 | |
| EXPEDIA GROUP INC | COM NEW | 1554 | $504 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
